A Head Start with Claude, Part 1: Start Fast

​You already know AI could help, but the tasks you repeat by hand have not moved. Maybe your firm has not approved Claude yet, or you are still working mostly in Microsoft. You do not have to wait to start.

​This is a 45-minute working session, not a demo. With a personal account, you can get hands-on now and bring real skills back when your firm is ready.

​What we will do: sign up with a personal account, open Cowork, and run one of Claude's pre-built workflows. These cover research and client coverage, like the meeting preparer and the earnings reviewer, and finance and operations, like the month-end closer and the KYC screener. You will run one that fits your role, on sample data.

​Who it is for: everyone in investment and wealth management, every role, whether you are on the investment side or in operations, client service, marketing, or compliance. If you are newer to AI, you are in the right room.

​You will leave with a personal Claude account set up, Cowork open, and one workflow you have run yourself.

​Bring one non-confidential example task, and set up a Claude account beforehand if you can. Please use sample data, not real client information.

ABOUT THE HOST:

Yvonne Newlands is Co-Founder and Managing Partner of Trekka, where she helps companies, teams, and individuals adopt AI through education, strategy, and implementation, so it fits the way they actually work. She is the inaugural AI instructor for 100 Women in Finance's AI Academy. Earlier, she led more than 30 enterprise transformations at Accenture and EY, ran supply chain operations at Apple, and shipped AI agents to production at venture-backed AI startups.